Product components and samples
How to add components to a product in your catalog, and how to attach samples to a product line item on an opportunity.
Products in TrustPager support two related concepts: components and samples. Components are the building blocks that make up a product — sub-items, parts, or deliverables that sit under a product in your catalog. Samples are attached to a specific product line item on an opportunity, letting you track what was sent or provided for that particular deal.
Components
The Components card is always visible on any product's detail page. Go to https://app.trustpager.com/settings/products, open a product, and you'll see the Components card ready to use.
Adding a component
- Open the product at https://app.trustpager.com/settings/products.
- Scroll to the Components card and click Add Component.
- A form opens with fields for type, status, label, and any custom attribute key/value rows you want to attach.
- Fill in the details and click Save to commit the component, or Cancel to discard.
Editing a component
Click any existing component to open the same form. Make your changes, then click Save to commit or Cancel to discard. Changes do not take effect until you save.
Removing a component
Open the component and use the delete/remove option at the bottom of the form. Removing a component from the catalog does not affect historical records on closed opportunities.
Samples
Samples are tied to a product line item on a specific opportunity, not to the product in the catalog. They let you record what was sampled or provided to a contact for that opportunity.
Adding samples to an opportunity product
- Open an opportunity at https://app.trustpager.com/crm/opportunities.
- Find the product in the Products section and click into it to open the Edit Deal Product modal.
- Select the Samples tab.
- Add the samples you want to record against this line item.
The Samples tab is always present in the Edit Deal Product modal for any product.
Troubleshooting
- The Samples tab shows "Save this product to the opportunity first, then add samples." This means the product line item has not been saved onto the opportunity yet. Save the line item to the opportunity, then reopen it — the Samples tab will let you add samples.
- A component I edited doesn't look updated. Make sure you clicked Save before closing the form. Changes are not applied until saved.
- I removed a component but it still shows on a past opportunity. Removing a component from the catalog only affects new use. Historical opportunity records are preserved.